Invoices
Can I associate a particular template to a specific customer in Zoho FSM?
Yes, you can associate a particular template to a specific customer from your integrated finance application (Zoho Books/Zoho Invoice). Associating a template to a specific customer Go to your integrated finance organisation (Zoho Books/Zoho ...How is a payment made for an invoice in Zoho FSM?
You can record the details of the payment made for an invoice or customers can make online payments for the invoices you've sent if you have configured online payments. Recording a payment made for an invoice Under Work Order Management, open ...Can I create an invoice for selective services of a Work Order in Zoho FSM?
Yes, you can create an invoice for selected services of a Work Order in Zoho FSM. While creating the invoice, choose only the required services. If needed, you can create additional invoices later for the remaining services. Each invoice must include ...Can I create multiple invoices for a single Work Order in Zoho FSM ? How to create multiple invoices in Zoho FSM ?
Yes. You can create multiple invoices for a single Work Order. While creating an invoice, select only the services you want to include and leave the remaining services unbilled. You can create additional invoices later for the remaining services. ...Can I add additional service line items from the same Work Order to an existing invoice in Zoho FSM? Is it possible to add more services from a Work Order to an already created invoice in Zoho FSM?
Yes, you can add additional service or part line items from Zoho Books/Invoice, but not from Zoho FSM. Adding Additional Service or Part Line Items from Zoho Books/Invoice Open your invoice in Zoho FSM. Click Open in Zoho Invoice. You’ll be ...How do I create an invoice in Zoho FSM?
Creating an Invoice in Zoho FSM From the Work Order Go to the Work Order details page. Open the Invoices tab. Click Create Invoice. (or) From the Invoices module Go to Billing → Invoices. Click Create. In the Create Invoice window, select the ...Can I edit an invoice in Zoho FSM? How do I edit an invoice in Zoho FSM?
An invoice cannot be edited from Zoho FSM. However, the invoice can be edited from Zoho Invoice/Books. Once an invoice is edited from Zoho Books/Invoice (the integrated finance org), the changes will be reflected in Zoho FSM as well. Editing an ...Can an invoice be deleted in Zoho FSM? How do I delete an invoice in Zoho FSM?
An invoice cannot be deleted from Zoho FSM. However, the invoice can be deleted from Zoho Invoice/Books. Once an invoice is deleted from Zoho Books/Invoice (the integrated finance org), the invoice will be deleted from Zoho FSM as well. Deleting an ...Why does Zoho FSM say that parts are inactive while generating an invoice, and how can I fix this issue?
This occurs when the part used in the Work Order is marked as inactive in the integrated Zoho Books/Invoice organization. To fix this, you will need to mark the part active in the integrated Zoho Books/ Invoice. Marking a part active in Zoho Books/ ...Can a customer use a different software for accounting purposes or should they stick to Zoho Invoice for invoicing and payments? Is it mandatory to use Zoho Invoice for invoicing in Zoho FSM, or can I use a different accounting software?
Yes, a customer can use a different software for accounting purposes. They can continue to use other modules in Zoho FSM, and generating invoices from Zoho FSM is optional.If I modify the address of my customer in Zoho FSM, will that reflect in the invoices created for this customer?
No, changes made to the customer’s address in Zoho FSM will not reflect in invoices that have already been created.How do I set up a payment gateway in Zoho FSM?
Setting up online payments Navigate to Zoho FSM Setup → Billing → Billing Setup. Under Payment Gateways Tab, click Configure in Zoho Invoice. Enable your preferred payment gateway.How do I record a payment for an invoice in Zoho FSM?
You can record the details of the payment made for an invoice or customers can make online payments for the invoices you've sent if you have configured online payments. Recording a payment made for an invoice Under Work Order Management, open ...How do I configure round-off settings for invoices in Zoho FSM?
To enable rounding off in Zoho FSM, you need to configure the Rounding off in Sales Transactions settings in Zoho Books/ Invoice. These preferences will be applicable to transactions such as Requests, Estimates, Work Orders, and Service Appointments. ...Can I associate multiple Work Orders with a single invoice in Zoho FSM?
No, it is not possible to associate multiple Work Orders with a single invoice in Zoho FSM. In Zoho FSM, invoices are created at the Work Order level for the service or part line items within that Work Order.Can I add attachments/photos to invoices in Zoho FSM?
Yes, you can add attachments to invoices while they are being sent. Adding attachments while sending invoices While sending an invoice, click Attachments. Select the required attachments. The attachments will be added to the invoice email.Can I create an invoice for the same service after deleting a previous invoice with that service? I deleted an incorrect invoice, but I still can’t create a new invoice for the same service. What should I do?
No. A service line item can be used only once for a single Work Order in Zoho FSM. If you have deleted an invoice and need to create it again for the same service, please contact support@zohofsm.com. We will help you revert the billing status of the ...How do I send an invoice to a customer in Zoho FSM ?
Sending an Invoice in Zoho FSM Open the invoice. Click Send Invoice. Enter the To email address. Click Send.How do I resend an invoice to a customer in Zoho FSM?
Resending an Invoice in Zoho FSM Open the invoice. Click Send Invoice. Enter the To email address. Click Send.How do I download or export invoices from Zoho FSM?
Downloading an Invoice in Zoho FSM Open the invoice. From the Send Invoice dropdown, select Download. The invoice will be downloaded in PDF.What are invoice credits in Zoho FSM?
Any excess amount paid by the customer (i.e., the amount that is not used to record payment for invoices) will be available as invoice credits in Zoho FSM. These credits can be used later while recording invoice payments.What should I do when a customer pays an excess amount for an invoice?
Any excess amount paid by the customer will be stored as invoice credits and can be used for future invoice payments. Recording an Excess Amount Go to Zoho Books/Invoice. Under Sales, select Payments Received. Click New. Enter the Customer Name ...How to use invoice credits for an invoice in Zoho FSM ?
Using invoice credits in Zoho FSM Open the invoice for which you want to use the credit. In the Available Credits section displayed at the top, click Apply Now. In the Apply credits window, enter the Amount to Credit. Click Apply Credits.How do I mark an invoice as sent in Zoho FSM?
Marking an Invoice Sent in Zoho FSM Open the invoice. From the Send Invoice dropdown, click Mark as Sent. This option is available only when the invoice is in the Draft state.Is it possible to send an invoice to the customer other than through Zoho FSM?
Yes, you can download the invoice from Zoho FSM, send it to your customer, and then mark it as sent in Zoho FSM. Downloading an Invoice in Zoho FSM Open the invoice. From the Send Invoice dropdown, select Download. The invoice will be downloaded in ...
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